Hurricane Ida Helps Investors Say “I Do” to Oil Stocks

By Ted Schumann II

With Hurricane Ida sweeping through the Gulf of Mexico and Louisiana, 95.65% of the Gulf Coast’s crude-oil production, or 1.741 million barrels a day, was shut down, as well as 93.75% of the region’s natural-gas production according to the Bureau of Safety and Environmental Enforcement. One would think this would cause [...]
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Qualified Retirement Plans in Dental Practices – Then & Now

by: Ted Schumann, II, MBA, MSF, AIF®, CFP®

When many 401(k) and Profit Sharing plans were first adopted by dental practices, the main focus was on sheltering tax. Owner-Doctors would set up these plans to allow for tax-deductible funding and tax-deferred investing for their employees and themselves. This worked very well historically, and still works [...]
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